エピソード

  • Automatic Hierarchical Entrance Animations

    Automatic Hierarchical Entrance Animations
    2026/09/23
    In this episode of The Biz Pilot Briefing... we introduce automatic hierarchical entrance animations in Biz Pilot 360, a quality-of-life update that sequences entrance effects for sections, rows, and columns so pages reveal smoothly without manual timing. Designers and non-technical users can pick and preview entrance styles, then adjust duration, delay, scale, and easing while the system maintains correct sequencing even when blocks are reordered. Animations trigger on scroll and can be toggled for mobile; settings are applied as styling to keep pages lean and responsive. For marketers, realtors, and small business owners, this delivers faster page polish, less technical work, and improved visitor engagement. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Automate Conversation SLAs With Workflows

    Automate Conversation SLAs With Workflows
    2026/09/23
    In this episode of The Biz Pilot Briefing we cover a new Conversation SLA workflow in Biz Pilot 360 that automates actions when an SLA is due soon, overdue, or manually dismissed. Set Conversation SLA as the trigger, then refine it with filters like message channel, tags, conversation owner, or custom fields so automations only run where you want them. Admins can control who is allowed to dismiss SLAs in Conversations Settings, and users with permission can click the timer in the center panel to dismiss. The Avoid Repeated Triggers option prevents notification spam. This update reduces missed responses, enforces consistent handling, and cuts manual work while integrating with your existing automations and pipelines. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Calendly Triggers and Actions Now Available in Workflows

    Calendly Triggers and Actions Now Available in Workflows
    2026/09/23
    In this episode of The Biz Pilot Briefing we introduce the new Calendly integration for Workflows in Biz Pilot 360, which lets you add Calendly triggers and actions to your automations. Connect your Calendly account, set webhook scopes and filters, or configure actions and run tests so scheduling events—new meetings, reschedules, cancellations—drive updates automatically. The integration syncs meeting data into your CRM, launches follow-ups, and notifies teams without manual entry, preserving your existing Calendly setup while centralizing schedules and client history. For businesses, marketers, and entrepreneurs this reduces platform switching, prevents missed steps, and enables personalized, reliable automation around real-world appointments. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Workflow AI Assistant: Live Workflow Insights In The Builder

    Workflow AI Assistant: Live Workflow Insights In The Builder
    2026/09/23
    In this episode of The Biz Pilot Briefing... we highlight a major upgrade in Biz Pilot 360: the Workflow AI Assistant. From inside the workflow builder you can ask plain-language questions and get structured, live-data answers about entries, status breakdowns, completion and conversion rates, email/SMS delivery and engagement, and individual contact progress. You can also search workflows by name, status, tags, triggers, or actions and receive account-wide summaries. By bringing performance insights directly into the builder, the assistant saves time, helps marketers and entrepreneurs spot drop-offs and optimization opportunities faster, and supports more confident, data-driven decisions without hopping between screens. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Insert Any Company Field Into Emails, Workflows, Contracts

    Insert Any Company Field Into Emails, Workflows, Contracts
    2026/08/28
    In this episode of The Biz Pilot Briefing... we introduce the ability to insert any Company field—standard or custom—into emails, workflows, contracts, conversations, and AI context across Biz Pilot 360. Use the editor’s custom value picker to choose the Company group and field you need; the system inserts a placeholder that auto-fills with the company’s data when messages or documents are generated. This update boosts personalization in outreach, speeds and simplifies proposal and contract creation, and makes automations and Conversation AI context-aware without manual workarounds. It helps businesses, marketers, and entrepreneurs deliver more relevant communications, accelerate document production, and improve workflow accuracy inside Biz Pilot 360. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Branch Automations By Opportunity Owners Or Followers

    Branch Automations By Opportunity Owners Or Followers
    2026/08/28
    In this episode of The Biz Pilot Briefing we cover a small change with a big automation impact: you can now branch Automations in Biz Pilot 360 using Opportunity Owners or Opportunity Followers. By adding an If/Else action and selecting ownership or follower conditions, teams can route contacts, follow-ups, and notifications to specific users based on who actually owns or follows an opportunity. This eliminates manual handoffs and ensures tasks and leads land with the right person, improving accountability and consistency across sales and account workflows. The update helps businesses, marketers, and entrepreneurs scale personalized follow-up and automate real-world team routing without complex workarounds. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Accounting Sync Dashboard: Track And Retry Invoice Syncs

    Accounting Sync Dashboard: Track And Retry Invoice Syncs
    2026/08/28
    In this episode of The Biz Pilot Briefing... we introduce Accounting Sync, a centralized hub inside Biz Pilot 360 that monitors and resolves failed invoice, transaction, and contact syncs with QuickBooks, Xero, and Wave. Accessible from Payments > Invoices & Estimates, Accounting Sync shows per-record sync status, failure reasons, and last-attempt timestamps. You can drill into errors, read the failure log, and retry syncs immediately without filing support tickets. For businesses, marketers, and entrepreneurs this reduces reconciliation headaches, speeds resolution of billing issues, and ensures reliable financial data for audits and decision-making. It streamlines accounting workflows so your books stay accurate and up to date. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • SMS On Dashboard With Ready-Made, Configurable Widgets

    SMS On Dashboard With Ready-Made, Configurable Widgets
    2026/08/27
    In this episode of The Biz Pilot Briefing we introduce SMS on the dashboard next to Emails and Calls in Biz Pilot 360, enabling teams to monitor text messaging performance without switching tools. Adding SMS is simple: enter dashboard edit mode, add a widget, choose from five ready-made SMS widgets, set filters and chart styles, and save. The update provides delivery health metrics, volume breakdowns by workflow, campaign, bulk action or team member, and two-way inbound/outbound visibility so you can measure conversation performance, not just message counts. Use Custom Metrics and the formula builder to create KPIs like delivery rate or inbound volume for clearer reporting and smarter decisions. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分